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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,424 | $64,719+13.5% | $112,249-34.6% | $68,486+7.2% |
| Participation rate | 65.4% | 67.2%-1.8pp | 75.1%-9.7pp | 67.9%-2.5pp |
| Annual return | -28.47% | -11.40%-17.1pp | 27.48%-56.0pp | -7.85%-20.6pp |
| Employer contribution / active EE | $1,691 | $2,747-38.5% | $3,636-53.5% | $2,597-34.9% |
| Participant deferral / active EE | $4,337 | $3,565+21.6% | $4,729-8.3% | $4,028+7.7% |
| Admin fee / account holder | $844 | $5,232-83.9% | $6,412-86.8% | $5,404-84.4% |